StockDriftsStockDriftsTop 49 Cornerstone Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | 22.9% | 3.99M | $99.5M | +6.12%(+230.22K) | $25.20(-1.95%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 14.18% | 1.05M | $61.6M | +10.75%(+102.06K) | $60.45(-3.60%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 10.91% | 1.63M | $47.4M | -0.12%(-2.02K) | $16.25(+104.44%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 10.25% | 101.9K | $44.5M | +2.22%(+2.22K) | $45.11(+86.90%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.83% | 173.3K | $34.0M | -1.37%(-2.41K) | $131.15(+57.46%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.25% | 423.5K | $27.1M | +4.98%(+20.07K) | $51.63(+33.60%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.21% | 913.7K | $22.6M | +15.90%(+125.36K) | $20.16(+32.18%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.52% | 643.1K | $19.6M | +2.26%(+14.23K) | $22.16(+46.89%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 2.28% | 32.8K | $9.9M | -10.10%(-3.69K) | $257.21(+32.87%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 1.94% | 38.8K | $8.4M | -3.90%(-1.57K) | $166.38(+39.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.31% | +30.62% |
| Top 20 Holdings Unweighted | +10.69% | +35.63% |
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